In this debut episode of Innovation Conviction, John Gross moderates a conversation with MayTech Global Investments co-founders and portfolio managers Nels Wangensteen and Ingrid Yin. They explore the firm’s investment philosophy, rooted in long-term thematic research and fundamental analysis. Nels and Ingrid discuss their high-conviction views on the transformative potential of artificial intelligence, the rise of next-gen medicine including obesity treatments and robotic surgery, and the evolution of globalization with a pivot away from China. The episode sheds light on how they construct a concentrated global portfolio poised for secular growth.

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(00:00:00) Introduction to MayTech and the Innovation Conviction podcast

(00:01:58) Overview of the firm's 16-year track record and investment approach

(00:03:36) Nels shares views on macro trends and the current growth investing climate

(00:06:30) Ingrid explains how her scientific and cultural background supports global investing

(00:08:46) Thematic investing process: identifying secular trends and addressable markets

(00:10:21) Ingrid details the firm's bottom-up research approach using S-curves and scalability

(00:12:18) Why AI remains the portfolio's largest exposure and what drives its continued potential

(00:13:52) Three core pillars of AI investing: algorithms, compute, and data-driven applications

(00:16:41) Healthcare sector themes: obesity drugs and robotic surgery as key growth drivers

(00:20:15) Historical and current views on investing in China

(00:22:51) Globalization 2.0: how supply chain shifts have expanded opportunities in India and Latin America

Links:

John Gross on LinkedIn: https://www.linkedin.com/in/john-gross-cfa-caia-6b54788

Nels Wangensteen on LinkedIn: https://www.linkedin.com/in/nelswangensteen

MayTech Global Investments: https://www.maytechglobal.com/